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Guides
G-90
September 2026
5 min read
By The Toolbag Crew
Operations Guide

The warranty claim you win is the one you photographed

A warranty claim comes down to what you can prove. Shoot the finished job the right way and a failed part becomes the manufacturer's bill instead of yours.

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In short
Shoot the plate, the connections, and the finished unit the day you install it. Then keep it somewhere you can find it years later when the part quits.
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Two warranties, one photo

Every install carries two warranties, and most guys only think about one. There’s the one you give: your workmanship, your labor, the promise the thing won’t leak or quit because of how you put it in. Then there’s the factory’s, on the equipment itself, the compressor or the water heater. Either one can bite you. One photo protects both.

Here’s the part that catches people. A manufacturer’s warranty comes with strings attached. Install the unit wrong, skip the clearances, wire it outside spec, and the factory has every right to walk away from the claim. Now a defective part is your problem, even though the metal came bad from the plant, because you can’t prove the install was clean. A photo of the finished job, done to spec, is what keeps that factory warranty alive and off your back.

What a claim actually needs

When a part fails and you file with the supplier, nobody wants your word for it. They want the model and serial off the plate, the date it went in, and some proof the install followed the manual. Skip the plate photo and two years later you’re squinting at a rusted unit in a crawlspace, trying to read numbers that rubbed off a long time ago. Shoot the plate the day you install it, clean and readable, and that whole mess never happens.

The date carries as much weight as the numbers. Warranties run on a clock. Five years on parts, ten on the heat exchanger, whatever the sticker says. A dated photo of the finished install pins the day that clock started. So when a customer swears the unit’s only two years old and the plate tells a different story, the picture settles it before anybody’s voice goes up.

Shoot it like evidence

This finished-work photo is evidence, so shoot it like evidence. Get the model and serial plate close enough to read every digit. Get the connections that show you followed the book: the clearances around the unit, the gas line, the drain, whatever the manufacturer specs and the inspector checks. Then one wide shot of the whole thing sitting where it belongs, done and running.

Let the camera keep the date. Every phone stamps a photo with when it was taken, and that timestamp is half of what makes the shot worth anything. Don’t screenshot it, don’t crop it down to nothing, don’t run it through some filter. The original file, straight off the phone, is what carries the proof. A copy of a copy doesn’t hold up the same way.

The install-day warranty shots
The model and serial plate

Close enough to read every digit. It's the first thing the supplier asks for.

The to-spec connections

Clearances, gas, drain, whatever the manual and the inspector care about.

The finished unit

One wide shot, in place and running, dated the day you walked out.

The original file

Straight off the phone, not a screenshot or a crop, so the timestamp holds.

A photo you can't find is worth nothing

Warranty photos have a problem the other ones don’t: the calendar. A chargeback shows up in a few weeks. A warranty claim shows up in two years, or five, or the week before the coverage runs out. The photo has to still be findable long after you’ve forgotten the job ever happened.

That’s where a camera roll quietly fails you. The shot’s in there somewhere, buried behind a couple thousand pictures of other jobs and your kid’s ballgame, and you’ll burn twenty minutes hunting and give up. It gets worse if the tech who took it quit last spring and the photo walked out on his phone. For a warranty photo to earn its keep, whoever’s holding the phone two years from now has to be able to pull it up.

“A chargeback lands in a few weeks. A warranty claim lands in two years. The photo has to outlast the job.

Where ToolbagCRM fits

In ToolbagCRM the photo attaches to the job and the customer’s record right from your phone, the minute you finish the install. The plate shot, the connections, the finished unit, all stamped with the date and sitting on that customer’s history where it stays. Two years on, the compressor quits, and you pull up the customer instead of crawling under a house with a flashlight. The photos are right there: the model and serial, the day it went in. You file the manufacturer claim off that. And because the whole crew shoots to the same place, it stops mattering whose phone caught it or who’s still on the payroll. One flat price covers the office and the field, no per-seat charge. Founders pricing is free your first month, then $150/mo locked for the life of the account. You can join the waitlist while it’s open.

One thing the photo can't do for you is register the equipment. A lot of manufacturers want the unit registered within a set window after install, often a month or two, or the warranty quietly drops to a shorter term. Shoot the plate, then use those same numbers to register it while it's in front of you. The photo proves the install; the registration keeps the coverage.

Frequently asked questions

How do I photograph an HVAC unit for warranty purposes?

Get a clear, readable shot of the model and serial plate, the connections that show a to-spec install, and one wide shot of the finished unit, all on the day you install it. The date your phone stamps on the photo pins when the warranty clock started.

Can a bad installation void a manufacturer's warranty?

Yes. Most manufacturers require the equipment to be installed to their spec, and a sloppy install gives them grounds to deny the claim. A dated photo of a clean, to-spec install is what keeps that warranty valid.

How long should I keep job photos for warranty claims?

At least as long as the equipment's warranty runs, which can be five to ten years or more. Store them attached to the customer record, not loose in a phone's camera roll, so you can find them when a claim lands years later.

What information do I need to file a warranty claim on a part?

The model and serial number off the equipment plate and the install date, at minimum. A photo taken the day of install captures both and saves you from reading a rusted plate in a crawlspace later.

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